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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $681M AUM 197 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 50 Added 73 Reduced 17 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRVL MARVELL TECHNOLOGY INC Technology 2,800.0 $277K 0.04% -92.0 -3.2% $99.05 +101.6%
62 KO COCA COLA CO Consumer Defensive 3,490.0 $265K 0.04% -357.0 -9.3% $76.05 +7.8%
63 AOK ISHARES TR 6,538.0 $261K 0.04% -210.0 -3.1% $39.89 +3.7%
64 MMM 3M CO Industrials 1,730.0 $251K 0.04% -59.0 -3.3% $145.19 +7.4%
65 TGT TARGET CORP Consumer Defensive 2,034.0 $247K 0.04% -16.0 -0.8% $121.20 +6.4%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 996.0 $241K 0.04% -88.0 -8.1% $242.39 +5.4%
67 BKNG BOOKING HOLDINGS INC Consumer Cyclical 57.0 $240K 0.04% -5.0 -8.1% $4210.33 -96.0%
68 NVDA NVIDIA CORPORATION Technology 1,299.0 $227K 0.03% -2K -60.5% $174.40 +21.7%
69 HON HONEYWELL INTL INC Industrials 990.0 $224K 0.03% -51.0 -4.9% $226.13 +3.3%
70 AXP AMERICAN EXPRESS CO Financial Services 717.0 $217K 0.03% -65.0 -8.3% $302.48 +3.6%
71 AVGO BROADCOM INC Technology 694.0 $215K 0.03% -792.0 -53.3% $309.51 +36.1%
72 BIBL NORTHERN LTS FD TR IV 4,487.0 $212K 0.03% -27.0 -0.6% $47.15 +14.7%
73 VB VANGUARD INDEX FDS 769.0 $201K 0.03% -55.0 -6.7% $261.92 +11.8%
Page 4 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.2%
Healthcare 17.9%
Consumer Cyclical 12.7%
Technology 11.9%
Consumer Defensive 6.8%
Industrials 4.0%
Communication Services 2.2%
Energy 2.2%
Basic Materials 1.4%
Utilities 0.6%